Syverson Strege & Co’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8
| Closed | -$675 | – | 445 |
|
|
2023
Q1 | $675 | Hold |
8
| – | – | ﹤0.01% | 622 |
|
|
2022
Q4 | $626 | Hold |
8
| – | – | ﹤0.01% | 290 |
|
|
2022
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 270 |
|
|
2022
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 316 |
|
|
2022
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 288 |
|
|
2021
Q4 | $1K | Sell |
8
-12
| -60% | -$1.5K | ﹤0.01% | 290 |
|
|
2021
Q3 | $2K | Buy |
20
+12
| +150% | +$1.2K | ﹤0.01% | 402 |
|
|
2021
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 265 |
|
|
2021
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 257 |
|
|
2020
Q4 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 236 |
|